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Dominion Energy, Inc

D
Exchange
NYSE
Industry
Electric Services
SEC CIK
0000715957

No open-market purchases or sales by Dominion Energy, Inc insiders were filed in the last 90 days; 1,553 institutions reported holding it in 13F filings for Q2 2026, worth $48.6B in total; Soros Fund Management is the only superinvestor holding it.

13F holders, Q4 2022

Institutional positions in Dominion Energy, Inc as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
1,431
+19 vs. Q3 2022
Shares held
582.3M
−5.28M (−0.9%) vs. Q3 2022
Total value
$35.7B
−$4.93B (−12.1%) vs. Q3 2022
New holders
188
496 more added
Sold out
169
590 more reduced

31 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting D on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2022: 1,431 institutions
Q1 2021: 1,455 institutionsQ2 2021: 1,439 institutionsQ3 2021: 1,379 institutionsQ4 2021: 1,489 institutionsQ1 2022: 1,543 institutionsQ2 2022: 1,520 institutionsQ3 2022: 1,443 institutionsQ4 2022: 1,431 institutionsQ1 2023: 1,328 institutionsQ2 2023: 1,287 institutionsQ3 2023: 1,207 institutionsQ4 2023: 1,239 institutionsQ1 2024: 1,226 institutionsQ2 2024: 1,278 institutionsQ3 2024: 1,355 institutionsQ4 2024: 1,375 institutionsQ1 2025: 1,407 institutionsQ2 2025: 1,351 institutionsQ3 2025: 1,412 institutionsQ4 2025: 1,453 institutionsQ1 2026: 1,487 institutionsQ2 2026: 1,553 institutions
Value heldQ4 2022: $35.7B
Q1 2021: $40.9BQ2 2021: $39.6BQ3 2021: $39.7BQ4 2021: $43.6BQ1 2022: $47.7BQ2 2022: $46.5BQ3 2022: $40.8BQ4 2022: $35.7BQ1 2023: $33.0BQ2 2023: $31.1BQ3 2023: $27.4BQ4 2023: $28.7BQ1 2024: $31.2BQ2 2024: $31.1BQ3 2024: $37.2BQ4 2024: $35.0BQ1 2025: $37.0BQ2 2025: $39.3BQ3 2025: $42.6BQ4 2025: $42.5BQ1 2026: $43.0BQ2 2026: $48.6B
Institutions holding D and their total value by quarter
QuarterHoldersValue
Q2 20261,553$48.6B
Q1 20261,487$43.0B
Q4 20251,453$42.5B
Q3 20251,412$42.6B
Q2 20251,351$39.3B
Q1 20251,407$37.0B
Q4 20241,375$35.0B
Q3 20241,355$37.2B
Q2 20241,278$31.1B
Q1 20241,226$31.2B
Q4 20231,239$28.7B
Q3 20231,207$27.4B
Q2 20231,287$31.1B
Q1 20231,328$33.0B
Q4 20221,431$35.7B
Q3 20221,443$40.8B
Q2 20221,520$46.5B
Q1 20221,543$47.7B
Q4 20211,489$43.6B
Q3 20211,379$39.7B
Q2 20211,439$39.6B
Q1 20211,455$40.9B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Dominion Energy, Inc; share changes are against Q3 2022.

Institutions holding D in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Global Financial Private Client, LLC2$1230.00%+2New
Lee Financial Co8$4910.00%00.0%Unchanged
Delos Wealth Advisors, LLC12$7360.00%00.0%Unchanged
Disciplined Investments, LLC13$7970.00%−365−96.6%Reduced
Lumature Wealth Partners, LLC13$7970.00%00.0%Unchanged
KB Financial Partners, LLC21$1.00K0.00%−394−94.9%Reduced
PrairieView Partners, LLC24$1.00K0.00%−112−82.4%Reduced
Schubert & Co17$1.04K0.00%−12−41.4%Reduced
WestEnd Advisors, LLC18$1.10K0.00%+5+38.5%Added
Sargent Bickham Lagudis LLC19$1.17K0.00%00.0%Unchanged
SJS Investment Consulting Inc.20$1.23K0.00%+10+100.0%Added
Paragon Wealth Strategies, LLC20$1.23K0.00%+20New
TFC Financial Management20$1.25K0.00%−32−61.5%Reduced
Quarry LP21$1.29K0.00%+21New
Stephens Consulting, LLC24$1.47K0.00%−153−86.4%Reduced
Atlas Capital Advisors LLC28$1.72K0.00%00.0%Unchanged
My Personal CFO, LLC28$1.72K0.00%+28New
Highline Wealth Partners LLC29$1.78K0.00%00.0%Unchanged
NewSquare Capital LLC30$1.84K0.00%+30New
Transamerica Financial Advisors, Inc.26$2.00K0.00%−5,442−99.5%Reduced
Eukles Asset Management40$2.00K0.00%00.0%Unchanged
Beacon Capital Management, LLC36$2.21K0.00%00.0%Unchanged
Lansing Street Advisors42$2.56K0.00%+1+2.4%Added
Bradley & Co. Private Wealth Management, LLC44$2.70K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC47$2.88K0.00%−167−78.0%Reduced
Beaird Harris Wealth Management, LLC50$3.07K0.00%00.0%Unchanged
Estabrook Capital Management52$3.19K0.00%00.0%Unchanged
Red Tortoise LLC55$3.37K0.00%+55New
Raffa Wealth Management, LLC67$4.11K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC72$4.42K0.00%−240−76.9%Reduced
Morton Brown Family Wealth, LLC72$4.42K0.00%−87−54.7%Reduced
Sofos Investments, Inc.61$4.47K0.05%+61New
Fortis Capital Advisors, LLC74$4.54K0.00%+74New
JJJ Advisors Inc.73$4.59K0.00%−78−51.7%Reduced
Pacifica Partners Inc.75$4.64K0.00%+75New
Halpern Financial, Inc.81$4.97K0.00%00.0%Unchanged
Steward Financial Group LLC95$5.00K0.00%+95New
Cedar Mountain Advisors, LLC83$5.09K0.00%00.0%Unchanged
Antonetti Capital Management LLC92$5.64K0.01%00.0%Unchanged
First Community Trust NA100$6.00K0.01%00.0%Unchanged
Avion Wealth100$6.00K0.00%00.0%Unchanged
DT Investment Partners, LLC100$6.13K0.00%00.0%Unchanged
St. Johns Investment Management Company, LLC100$6.13K0.00%00.0%Unchanged
Maryland Capital Advisors Inc.100$6.13K0.01%00.0%Unchanged
Eagle Bay Advisors LLC101$6.19K0.00%−73−42.0%Reduced
Archer Investment Corp110$6.75K0.00%−350−76.1%Reduced
Northwest Investment Counselors, LLC110$6.75K0.00%+110New
Legend Financial Advisors, Inc.111$6.81K0.01%+111New
MinichMacGregor Wealth Management, LLC117$7.17K0.00%+117New
MB, Levis & Associates, LLC123$7.56K0.01%+123New
Mascoma Wealth Management LLC125$7.67K0.00%00.0%Unchanged
Lazard Asset Management LLC131$8.00K0.00%−5,074−97.5%Reduced
Newton One Investments LLC132$8.09K0.01%−132−50.0%Reduced
Clean Yield Group137$8.40K0.00%+137New
Abound Wealth Management141$8.64K0.00%+28+24.8%Added
Fairfield Financial Advisors, LTD145$8.89K0.00%00.0%Unchanged
TSFG, LLC150$9.00K0.00%00.0%Unchanged
AlphaMark Advisors, LLC150$9.00K0.00%+150New
Baker Avenue Asset Management, LP151$9.26K0.00%+151New
Kayne Anderson Rudnick Investment Management LLC157$9.63K0.00%00.0%Unchanged
Burleson & Company, LLC160$9.81K0.00%+160New
Intelligent Financial Strategies167$10.2K0.01%00.0%Unchanged
American National Bank176$11.0K0.00%+6+3.5%Added
Activest Wealth Management180$11.0K0.00%00.0%Unchanged
Solstein Capital, LLC185$11.3K0.01%−200−51.9%Reduced
Bollard Group LLC198$12.0K0.00%00.0%Unchanged
Winch Advisory Services, LLC202$12.0K0.01%+3+1.5%Added
RE Dickinson Investment Advisors, LLC200$12.0K0.00%00.0%Unchanged
HBC Financial Services, PLLC200$12.0K0.01%+190+1,900.0%Added
Arcus Capital Partners, LLC197$12.1K0.00%+197New
Operose Advisors LLC200$12.3K0.01%−314−61.1%Reduced
Federation des caisses Desjardins du Quebec200$12.3K0.00%00.0%Unchanged
RFP Financial Group LLC200$12.3K0.01%+200New
Perritt Capital Management Inc202$12.4K0.01%+202New
Lakewood Asset Management LLC209$13.0K0.01%+209New
Chelsea Counsel Co213$13.0K0.01%+213New
Kelly Financial Services LLC219$13.4K0.01%+2+0.9%Added
Centerpoint Advisors, LLC235$14.0K0.01%+125+113.6%Added
McIlrath & Eck, LLC230$14.1K0.00%−39−14.5%Reduced
Baldwin Brothers Inc232$14.2K0.00%+166+251.5%Added
Bell Investment Advisors, Inc243$14.9K0.00%−38−13.5%Reduced
Legacy Bridge, LLC245$15.0K0.01%00.0%Unchanged
Bellevue Asset Management, LLC254$15.4K0.01%+1+0.4%Added
Accel Wealth Management253$15.5K0.01%+1+0.4%Added
Tradition Wealth Management, LLC266$16.0K0.00%−13−4.7%Reduced
Highlander Capital Management, LLC267$16.0K0.01%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group265$16.3K0.01%−13−4.7%Reduced
MRP Capital Investments, LLC270$16.6K0.02%+270New
FSC Wealth Advisors, LLC274$16.8K0.03%00.0%Unchanged
Clearview Wealth Advisors LLC276$17.0K0.01%−145−34.4%Reduced
TD Ameritrade Investment Management, LLC277$17.0K0.00%+277New
Optiver Holding B.V.273$17.0K0.00%+273New
Farther Finance Advisors, LLC289$17.7K0.01%+289New
SRS Capital Advisors, Inc.303$18.6K0.00%−201−39.9%Reduced
Ossiam318$19.5K0.00%−33,257−99.1%Reduced
Gables Capital Management Inc.320$19.6K0.01%−160−33.3%Reduced
Affiance Financial, LLC323$19.8K0.01%+323New
Core Alternative Capital327$20.1K0.00%−128−28.1%Reduced
Wolff Wiese Magana LLC328$20.1K0.02%−86−20.8%Reduced
Tilia Fiduciary Partners, Inc.330$20.2K0.02%00.0%Unchanged